Russell Investments LifePoints Balanced Strategy Fund
Shareclass
Russell Inv LifePoints Balanced Strat R5 (RBLVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Russell Investments LifePoints Balanced Strategy Fund
FUND COVERAGE
# of holdings1,948
% of assets49%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada<0.01%$18,264
- 2. Transurban Group0.1%$620,140
- 3. GPT Group<0.01%$39,187
- 4. QBE Insurance Group Ltd<0.01%$35,001
- 5. Allianz SE0.02%$108,351
- 6. International Flavors & Fragrances Inc<0.01%$18,920
- 7. AstraZeneca PLC0.06%$378,147
- 8. AstraZeneca PLC ADR0.06%$359,761
- 9. Qantas Airways Ltd<0.01%$3,688
- 10. ASX Ltd<0.01%$12,937
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$2,192
- 2. TG Therapeutics Inc<0.01%$15,512
- 3. Core Scientific Inc Ordinary Shares - New<0.01%$2,518
- 4. Shopify Inc Registered Shs -A- Subord Vtg0.05%$297,119
- 5. Servisfirst Bancshares Inc<0.01%$36,056
- 6. Supernus Pharmaceuticals Inc<0.01%$13,243
- 7. Axos Financial Inc<0.01%$22,506
- 8. Astera Labs Inc<0.01%$20,394
- 9. Liberty Broadband Corp Registered Shs Series -C-<0.01%$35,819
- 10. FTAI Aviation Ltd<0.01%$11,253
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Russell Investments LifePoints Balanced Strategy Fund
Totals
Holdings
Assets
Weight
Prisons
34
$36.31M
5.8%
Prisons high risk
8
$475,667
0.08%
Private prisons
0
$0
0%
Borders
47
$37.45M
5.98%
Borders high risk
22
$3.94M
0.63%
Total
65
$44.67M
7.13%
Holdings — 65 flagged holdings
1.
Microsoft Corp
:$11.63M
1.86%
2.
Amazon.com Inc
:$7.51M
1.2%
3.
Alphabet Inc Class C
:$4.65M
0.74%
4.
Alphabet Inc Class A
:$3.52M
0.56%
5.
Berkshire Hathaway Inc Class B
$1.87M
0.3%
6.
Costco Wholesale Corp
$1.42M
0.23%
7.
Salesforce Inc
:$1.09M
0.17%
8.
McDonald's Corp
$1M
0.16%
9.
RELX PLC
:$1M
0.16%
10.
Walmart Inc
$933,015
0.15%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Russell Investments LifePoints Balanced Strategy Fund RBLVX
Environment
Social
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